Remote Outsourced Financial Controller Services
Get senior accounting oversight without hiring a full-time controller. Simplicity Financial provides remote financial controller services for churches, nonprofits, private and Christian schools, and closely held businesses throughout Southern California and nationwide.
Every engagement is led by Shaun Glenn, CPA, MSA, MST, who brings more than 15 years of
experience in church and nonprofit finance.
Senior Oversight for More Reliable Financial Reporting
Bookkeeping records your financial activity. A financial controller makes sure those records are accurate, complete, and ready to support important decisions.
Simplicity Financial manages the monthly close, reviews account reconciliations, prepares financial statements, and strengthens internal controls. Your leadership team receives dependable financial information without having to oversee the accounting process internally.
Monthly Close and Account Reconciliations
A consistent monthly close keeps your financial records current and identifies errors before they create larger problems.
Simplicity Financial oversees account reconciliations, reviews financial activity, and confirms that transactions have been recorded correctly before reports are prepared.
Financial Statements and Board Reporting
Leadership and board members need more than a list of transactions. They need clear reports that show the organization’s financial position and performance.
Simplicity Financial prepares income statements, balance sheets, budget-to-actual reports, and board or finance committee reporting packages that are organized and easy to understand.
Fund Accounting and Restricted Fund Tracking
Churches, nonprofits, and private schools must often track grants, restricted gifts, and designated donations separately.
Simplicity Financial provides fund accounting oversight to help ensure money is properly categorized, tracked, and reported according to its intended purpose.
Internal Controls and Workflow Oversight
Strong financial controls reduce the risk of errors, missed approvals, and inappropriate transactions.
Simplicity Financial can review and improve payroll, accounts payable, expense approvals, documentation, and other accounting workflows. These processes help protect your organization and create greater accountability.
Audit Preparation and Support
Preparing for an audit should not require rebuilding an entire year of financial records.
Simplicity Financial helps keep your records organized and audit-ready throughout the year. When an audit is required, we can prepare documentation and serve as a financial liaison with your outside auditors.
Expertise Built for Specialized Organizations
Shaun Glenn, CPA, MSA, MST, brings credentials and experience directly related to the organizations Simplicity Financial serves.
His background includes former C-suite financial roles with nonprofit and for-profit organizations and more than 15 years dedicated to church and nonprofit finance. His areas of experience include fund accounting, restricted contribution tracking, multi-campus reporting, multi-entity structures, Form 990 preparation, UBIT analysis, clergy compensation, and California property tax exemptions.
Simplicity Financial works with QuickBooks Online and Sage Intacct, two platforms that can support the accounting and reporting requirements of nonprofits, churches, schools, and growing businesses when they are configured and managed correctly.
What Is Included in Outsourced Controller Services?
Your scope of service will be tailored to your organization and may include:
- Monthly close management
- Income statement and balance sheet preparation
- Board and finance committee reporting packages
- Internal control design and oversight
- Audit preparation and communication with auditors
- Account reconciliations
- Budget-to-actual reporting
- Fund accounting and restricted fund tracking
- Payroll and accounts payable workflow oversight
- Budgeting support and variance analysis
Who Needs an Outsourced Financial Controller?
Nonprofits
Nonprofits need accurate reporting for their boards, funders, donors, and regulatory obligations. An outsourced controller provides senior oversight of fund accounting, restricted contributions, grant activity, financial statements, and audit preparation without requiring a full-time hire.
Churches and Ministries
Private and Christian Schools
Private schools may manage tuition revenue, grants, donations, program budgets, and multiple entities. Simplicity Financial provides the oversight needed to keep records organized, reports reliable, and financial information ready for leadership, boards, and auditors.
Closely Held Businesses
Growing businesses often reach a point where bookkeeping alone is no longer enough. An outsourced controller provides senior accounting oversight, improves reporting, and establishes more reliable financial processes without the expense of an internal controller.
Why Outsourced Controller Services Build Trust
Boards Need Reliable Reports
Financial credibility depends on more than recording transactions. Boards need reliable reports to fulfill their responsibilities and demonstrate that financial information is accurate and organized.
Donors Need Confidence
Donors and grantors need confidence that restricted money has been used as intended, supported by appropriate controls and clear documentation.
Auditors Need Traceable Records
Auditors need records that are complete and traceable. An outsourced controller establishes the processes, documentation, and reporting structure needed to support that trust.
Outsourced Financial Controller vs. Fractional CFO
An outsourced controller focuses on the accuracy and integrity of your financial records. This includes the monthly close, reconciliations, financial statements, internal controls, and audit preparation.
A fractional CFO uses that financial information to guide forward-looking decisions. CFO services typically place greater emphasis on forecasting, cash flow planning, long-term budgeting, growth strategy, and executive decision support.
Some organizations need controller services first. Others benefit from a combination of controller and fractional CFO support. Simplicity Financial offers both and can help determine the appropriate level of service for your organization.
Remote Controller Services Across Southern California and Nationwide
Simplicity Financial is based in Eastvale, California, and works with organizations
throughout Riverside, Corona, Rancho Cucamonga, Ontario, Chino, Los Angeles, Orange County, San Diego, and the rest of Southern California.
Services are also available nationwide. Every engagement is delivered remotely through your accounting software, secure document systems, and regular reporting meetings. There are no in-person requirements.
Who Needs an Outsourced Financial Controller?
Step 1
Start With a Conversation
Shaun will learn about your organization, current accounting process, reporting requirements, and the challenges your team is experiencing.
Step 2
Review the Current System
Simplicity Financial will review your existing financial setup, identify gaps, and determine where additional oversight is needed.
Step 3
Build the Right Scope of Service
There are no one-size-fits-all packages. Your service plan will reflect your organization’s size, complexity, systems, and reporting needs.
Step 4
Establish a Reliable Monthly Process
Simplicity Financial manages the agreed-upon close, review, reporting, and
oversight responsibilities through a consistent process.
Common Questions About Outsourced Financial Controller Services
What is an outsourced financial controller?
An outsourced financial controller is an external accounting professional who oversees the accuracy of your financial records and reporting. Their responsibilities can include managing the monthly close, reviewing reconciliations, preparing financial statements, establishing internal controls, and supporting audits.
What is the difference between a bookkeeper and a controller?
A bookkeeper records and categorizes financial transactions. A controller reviews that work, manages the monthly close, prepares financial statements, and makes sure the books are accurate and complete. Organizations often hire a controller when their bookkeeping has become too complex to manage without senior accounting oversight.
Do I need a controller or a CFO?
A controller focuses on accurate records, reporting, controls, and compliance. A CFO uses those records to support budgeting, forecasting, cash flow planning, and strategic decisions. Some organizations need only one of these services, while others need both. Simplicity Financial can help you determine the appropriate level of support.
How do outsourced controller services work remotely?
Simplicity Financial works with your team through cloud-based accounting software, secure document-sharing systems, and scheduled online meetings. Clients receive the same level of oversight regardless of their location.
What software does Simplicity Financial use?
Simplicity Financial works with QuickBooks Online and Sage Intacct. The appropriate platform depends on your organization’s size, structure, accounting requirements, and reporting needs.
Does Simplicity Financial provide controller services for nonprofits and churches?
Yes. Church and nonprofit finance is a core area of specialization. Services can include fund accounting oversight, restricted gift tracking, board reporting, internal controls, audit preparation, and multi-campus financial reporting.
Get Senior Financial Oversight Without a Full-Time Hire
If your organization has outgrown basic bookkeeping, Simplicity Financial can help improve your financial processes, strengthen reporting, and give leadership greater confidence in the numbers.
Based in Eastvale, California. Serving organizations remotely throughout Southern California and nationwide.